578 Irda Jobs - Page 9

Exceed recruitment target on new agency leaders and agent enrollments. Enhance quantity and quality recruitment by developing successful leaders. Emphasis on quality recruitment by the Agency Leaders and Agency Associates through one-on one session. Create mutual support platform for Financial Executives, Agency Associate and Agents to enable easier recruitment. Enhance AFYP & Number of cases by the unit. Focus on potential EC, MDRT, CEO council agents through complete unit. Focus on number of R&R winners. Focus on enablement and development of the team Ensure agents, agency associates, agency associate s unit and agency leader unit is in complaint with various IRDA guidelines. Timely contract of agents and agency associates within regulatory guidelines Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measure such as new strategies, new compensation models Measures of Success Building a chain of successful leaders (Financial Executives) Recruitment (contracted agents) numbers Add-on of AFYP & number of cases in the team. Add-on of number of new agency associates Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information Key Relationships (Internal / External) HO co-ordination Sales promotion activities Assist in overall running of the Office

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just for you. Responsibilities Acquiring new accounts (Current and Savings) from branch catchment area Quality sourcing of salary accounts from corporates Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF etc & manage the portfolio. Participate in corporate induction and migration events around the catchment area Build strong relationship with internal teams to leverage existing relationships from SME Conduct low-cost micro marketing activities around catchment areas for lead generations. Requirements 1 - 2years of relevant experience Graduation/Post Graduation Sales & Networking Skills Good Communication & Listening Skills Goal / Target oriented IRDA & AMFI certification is preferred. This is a must post joining. Excellent verbal and written communication skills Banking Knowledge Computer Skills & Digital Knowledge Good Network in the Market DBS India - Culture & Behaviours Drive Performance Through Value Based Propositions Ensure Customer Focus by Delighting Customers & Reduce Complaints Build Pride and Passion to Protect, Maintain and Enhance DBS Reputation Enhance Knowledge Base, Build Skill Sets & Develop Competencies Invest in Team Building & Motivation through Ideation & Innovation Execute at Speed While Maintaining Error Free Operations Develop a Passion for Performance to Grow Talent Pool Maintain the Highest Standards of Honesty and Integrity Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

Job Description Job Title Deputy Area Manager - IMF & New Growth Initiatives Location Multiple Location (PAN India) Department Agency Function Insurance Marketing Firm Reporting to Deputy Regional Manager - IMF & New Growth Initiatives Band 5B Function Summary IRDA Regulation on IMF was released on Jan 2015, where companies which are LLP / Pvt limited / cooperative societies were allowed to distribute financial products. IMFs are allowed to deals in Insurance of 6 companies (2LI , 2GI , 2 HI), mutual funds, banking products, post etc. Max life spotted this opportunity to attract established financial distributors from the market to engage and distribute max life products - PEARL ACQUISITION . A dedicated team of 50 CDMs were recruited in two phases and trained to hire & farm these relationships. Currently we have 95 licensed IMFs on board and expected to touch 150 which are work in progress. The pool of IMF s primarily comprises of top Agents in Insurance, Wealth Managers, Loan DSA, CA, Ex - employees from financial services with an existing customer base customer base. Present IMF carries avg. 2500 customers and big turnover book. As a later part of Pearl acquisition strategy, Insurance Managers is a career option provided to establish financial distributors who are not able to meet the requirements of forming an IMF. This has also proven to be an exciting opportunity. Insurance Manager is part time employee model which provides a platform to the pearl to associate with MLI and improve their earnings, flexible working hours and better choices to their customers. IM will be different from an ADM/APC as he will not be recruiting and mentoring Agents and will only source business by penetrating into his existing client base. Avg book size with them is also 750 customers. Job Summary Acquire annually 6 to 7 part time employees manage a preallocated team of IM Manage performance of IM s Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6-8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity & Retention Quality of Business Create pipeline for IMF s Desired qualification and experience Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill. KNOWLEDGE / SKILLS / ABILITIES Excellent Written, presentation & communication skills Exceptional consultative & interpersonal skills Stakeholder management Influencing without authority Full understanding / experience of handling entire life cycle of a deal from initiation to successful completion About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com . #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to ap Job Description Job Title Deputy Area Manager - IMF & New Growth Initiatives Location Multiple Location (PAN India) Department Agency Function Insurance Marketing Firm Reporting to Deputy Regional Manager - IMF & New Growth Initiatives Band 5B Function Summary IRDA Regulation on IMF was released on Jan 2015, where companies which are LLP / Pvt limited / cooperative societies were allowed to distribute financial products. IMFs are allowed to deals in Insurance of 6 companies (2LI , 2GI , 2 HI), mutual funds, banking products, post etc. Max life spotted this opportunity to attract established financial distributors from the market to engage and distribute max life products - PEARL ACQUISITION . A dedicated team of 50 CDMs were recruited in two phases and trained to hire & farm these relationships. Currently we have 95 licensed IMFs on board and expected to touch 150 which are work in progress. The pool of IMF s primarily comprises of top Agents in Insurance, Wealth Managers, Loan DSA, CA, Ex - employees from financial services with an existing customer base customer base. Present IMF carries avg. 2500 customers and big turnover book. As a later part of Pearl acquisition strategy, Insurance Managers is a career option provided to establish financial distributors who are not able to meet the requirements of forming an IMF. This has also proven to be an exciting opportunity. Insurance Manager is part time employee model which provides a platform to the pearl to associate with MLI and improve their earnings, flexible working hours and better choices to their customers. IM will be different from an ADM/APC as he will not be recruiting and mentoring Agents and will only source business by penetrating into his existing client base. Avg book size with them is also 750 customers. Job Summary Acquire annually 6 to 7 part time employees manage a preallocated team of IM Manage performance of IM s Key Responsibilities/ Key Deliverables Understand the IM acquisition and also IMF regulation, value proposition & registration process Acquisition of 6 - 7 IM s in a year independently. Independently managing a pool of Insurance Managers mapped to them from existing pool in the beginning only. Post successful completion of 1 year, the next level is CDM wherein the focus will be on IMF journey Manage performance of IM s Develop understanding of products & coach IM staff on product USP s Implement performance management and rewards system in IM s. Provide marketing, training and operational support to IM s Manage attrition of IM s through revival or replacement Drive quality of business sourced from IM s Ensure right product mix and control key quality measures such as leakage and persistency. Measures of Success Minimum 6-8 IM Acquisition in a year Achieving sales target through team of IM s IM Activity & Retention Quality of Business Create pipeline for IMF s Desired qualification and experience Educational Background Minimum a graduate Work Experience At least 1-3 years of experience in recruiting business partners / Agents and achieving sales target through them. Good communication skill. KNOWLEDGE / SKILLS / ABILITIES Excellent Written, presentation & communication skills Exceptional consultative & interpersonal skills Stakeholder management Influencing without authority Full understanding / experience of handling entire life cycle of a deal from initiation to successful completion About Axis Max Life Insurance Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited ( MFSL ) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com . #ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to ap

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management -Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) - for the issuance of policies Underwriter - for analyzing the risk factor Finance Team - Taxations handling Human Resources - to share foresights into the business and build the talent pool accordingly Training Team - for train the employees NSM/RSM/ASM - for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow at least by 20% Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Recruitment To identify a person who is gives us time to do a motor insurance business. Attempt to competition motor agents to associate with us Input Activities: Name gathering activities, career orientation program with TATAAIG like RnR, Club Membership, Quarterly contest, Educational programs etc. Activaisations To do engagement activities on daily basis for producers. Weekly and Monthly development sessions for producers. Float all contest and club convention on monthly and weekly basis to producers. Sales Support like endorsement, form filling, portal training and other operation related activities. Monthly quarterly and yearly goal settings with producers. Stakeholder interfaces Experience Education

CPC Sales Manager - Credit Life: Designation CPC Sales Manager Credit Life Reporting to Regional Manager Region / Location Faridabad BO Function Credit Life POSITION OVERVIEW The CPC Sales Manager Credit Life is accountable for the profitable achievement of Credit Life salesobjectives associated with the assigned market, segment, and team managed. Candidates should be experienced in Credit Life business andexperience with PSU Banks set up is preferred. ROLE OBJECTIVE & Keyareas 1. Achievement of Credit Lifesales objectives : Business and Penetration 2. Business Development (citing new avenues of expandingbusiness within the Banks) 3. Maintain healthy relationshipwith Management in Branch offices. 4. Relationship management & regular engagement with branch managers & leadership teams to support salesgrowth. 5. Adherence to all IRDA regulationsand keep pace with changes in the regulatory guidelines/framework for LifeInsurance in general and particularly for banc assurance REQUIRED EXPERIENCE 1. 2-8 years of core business managementexperience in BFSI industry including sales and service. 2. Preferably having managed business & channel development in a Bank or Insurance industry.

Hi. Greetings from Avani Consultancy!! We are a leading recruitment Consulting company in India. We have been retained by a leading Banking / Financial / Investment Group company to source below sales professional. we are hiring for top AMC's Interested & experienced with mutual funds sales is required. Min 4 years into HNI/UHNI/NRI/Priority clients handling is required. Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Institutions Sales "Role is to acquire new clients and manage existing clients with the objective of expanding the market by Increasing the AUM and market share. It also requires activting Non-Active clients to generate business. Internal Focus - Branch Relationship Executive External Focus - Banks, Financial Institutions, Corporate Clients, PF, Family Offices, Distributors" Key Accountability :- 1. Responsible for New Client Acquisition and Inactive client activation 2. Follow up/ Conversion on the leads shared by the Corporate Acquisition Team 3. Ensure market share across clients and distributors as per organisational requirement and expand market share and build the AUM for all existing and new clients 4. Responsible for Client and distribution servicing & active involvment in hand holding the transactions with new and existing clients 5. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 6. Active networking with clients, competition and distributors to get market information 7. Timely information on the products to distributors 8. Adhering to compliance norms of the organisation and Regulator 9. Involved in meeting the investors on a joint call with the distributor as per need,active involvment in handholding the transactions with the new and existing clients 10. Maintain the data on market share and review it on regular basis 11. Responsible in networking with the distributors, clients and competition to get the market information 12. Responsible to train and inform about product updates to the distributors Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text No charges.

Virtual Relationship Manager: Burgundy Contact Name : Ganesa Subramanian Number / Whatsapp : 8056659888 Candidates with Portfolio handling experience Location : Whitefield Bangalore To manage Burgundy clients Portfolio, wealth management, investment, well versed in Mutual fund, PMS, insurance etc., Need experience in handling large customer base Excellent communication in English + local language Kannda must About OCC The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience. AbouttheRole Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction. Key Responsibilities The following to be carried through remote digital media viz. phone call, email: Work within the RM Hub to cater the service needs of Burgundy Customers. The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio. The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services. Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs. Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products. Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services. Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements. Qualifications Optimal qualification for success on the job is: Graduate or Post graduate from a recognized institution. relevant role/ BFSI sector. Role Proficiencies: For successful execution of the job, a candidate should possess the following: Good communication skills in both English and local language. Excellent lead generation and conversion skill. Ability to handle pressure and meet deadlines. Ability to successfully work as a part of a team. High sales orientation to meet the sales targets consistently. Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales. Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products. Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department. AboutAxis Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool. The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way. Role & responsibilities Preferred candidate profile Perks and benefits

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management -Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) - for the issuance of policies Underwriter - for analyzing the risk factor Finance Team - Taxations handling Human Resources - to share foresights into the business and build the talent pool accordingly Training Team - for train the employees NSM/RSM/ASM - for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management -Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) - for the issuance of policies Underwriter - for analyzing the risk factor Finance Team - Taxations handling Human Resources - to share foresights into the business and build the talent pool accordingly Training Team - for train the employees NSM/RSM/ASM - for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene - Cheque Bounce & Receivables Key Accountabilities/ Responsibilities Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Stakeholder interfaces Experience 5-10 yrs experience Education

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene - Cheque Bounce & Receivables Key Accountabilities/ Responsibilities Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Stakeholder interfaces Experience 5-10 yrs experience Education

AVC:SKY - Virtual RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SKY - Unit Manager - Tele Is a Team leaderNo Team Size: NA Grade: DM/Mgr/SM Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Mumbai, Gurgaon, Pune, Bangalore, Mumbai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Post graduate from a recognized institute 5- 8 years in a relevant role/ BFSI sector AMFI , IRDA & PMS certified Role Proficiencies: Knowledge of industry, technology, marketing, and product trends Knowledge of regulatory guidelines and norms Good communication (both verbal and written) skill in both English and the local language Ability to manage complex client situations Ability to manage risk and uncertainty for self within a dynamic priority-setting environment Ability to handle pressure and meet deadlines

Wealth relationship Manager Bangalore Contact : Ganesa Subramanian HR Number / Whatsapp your resume : 8056659888 About the Role Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships. Key Responsibilities • Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB relationships. • Use financial acumen and investment expertise to review client personal data , align clients need through superior service thereby helping the clients reach short term and log term inv goals • Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling • Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank. • Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications Optimal qualification for success on the job is: • Post graduate from a recognized institute • 5- 8 years in a relevant role/ BFSI sector • AMFI , IRDA & PMS certified Role Proficiencies: For successful execution of the job, the candidate should possess the following: • Knowledge of industry, technology, marketing, and product trends • Knowledge of regulatory guidelines and norms • Good communication (both verbal and written) skill in both English and the local language • Ability to manage complex client situations • Ability to manage risk and uncertainty for self within a dynamic priority-setting environment • Ability to handle pressure and meet deadlines Regards, Role & responsibilities Preferred candidate profile Perks and benefits

Job Description Job Title Area Manager - IMF & New Growth Initiatives Location Multiple Locations (PAN India) Department Agency Function Insurance Marketing Firm Reporting to Deputy Regional Manager - IMF & New Growth Initiatives Band 4 Function Summary IRDA Regulation on IMF was released on Jan 2015, where companies which are LLP / Pvt limited / cooperative societies were allowed to distribute financial products. IMFs are allowed to deals in Insurance of 6 companies (2LI , 2GI , 2 HI), mutual funds, banking products, post etc. Max life spotted this opportunity to attract established financial distributors from the market to engage and distribute max life products - PEARL ACQUISITION . A dedicated team of 50 CDMs were recruited in two phases and trained to hire & farm these relationships. Currently we have 95 licensed IMFs on board and expected to touch 150 which are work in progress. The pool of IMF s primarily comprises of top Agents in Insurance, Wealth Managers, Loan DSA, CA, Ex - employees from financial services with an existing customer base customer base. Present IMF carries avg. 2500 customers and big turnover book. As a later part of Pearl acquisition strategy, Insurance Managers is a career option provided to establish financial distributors who are not able to meet the requirements of forming an IMF. This has also proven to be an exciting opportunity. Insurance Manager is part time employee model which provides a platform to the pearl to associate with MLI and improve their earnings, flexible working hours and better choices to their customers. IM will be different from an ADM/APC as he will not be recruiting and mentoring Agents and will only source business by penetrating into his existing client base. Avg book size with them is also 750 customers. Job Summary Implement the strategy to setup and develop the IMF Channel Setup and manage a pool of 10-15 Insurance Marketing Firms Managing a revenue stream of around 2 cr and ensure right product mix Key Responsibilities/ Key Deliverables Understand the IMF regulation, value proposition & registration process Independently implement the IMF acquisition plan in the territory Identify potential leads and sources for prospective IMF s, coordinate with HO for referred leads Connect with prospects & organize seminars for IMF acquisition Ensure conversion of leads through effective pitch of IMF value proposition Ensure quality of IMF s in sync with desired profile Enable the setup of IMF of agreed prospects Understand all regulatory requirements and manage the IMF registration process with IRDA Oversee technology support to enrolled IMF s Ensure seamless contracting of IMF s with Max Life Manage performance of setup IMF s in steady state Develop understanding of products & coach IMF staff on product USP s Implement a performance management and rewards system Drive IMF profitability through improving productivity of IMF s sellers & controlling cost of sales Provide marketing, training and operational support to IMF s Manage attrition of IMF s through revival or replacement. Measures of Success IMF Acquisition Revenue IMF Activity & Retention Quality of Business Desired qualification and experience Educational Background Preferably a graduate Work Experience At least 5-6 years of experience in Sales & Distribution, Key Account Management KNOWLEDGE / SKILLS / ABILITIES Excellent Written, presentation & communication skills Exceptional consultative & interpersonal skills Stakeholder management Full understanding / experience of handling partner Experience in managing strategic initiative s/ programs/ trainings Coaching the Partner employees Job Description Job Title Area Manager - IMF & New Growth Initiatives Location Multiple Locations (PAN India) Department Agency Function Insurance Marketing Firm Reporting to Deputy Regional Manager - IMF & New Growth Initiatives Band 4 Function Summary IRDA Regulation on IMF was released on Jan 2015, where companies which are LLP / Pvt limited / cooperative societies were allowed to distribute financial products. IMFs are allowed to deals in Insurance of 6 companies (2LI , 2GI , 2 HI), mutual funds, banking products, post etc. Max life spotted this opportunity to attract established financial distributors from the market to engage and distribute max life products - PEARL ACQUISITION . A dedicated team of 50 CDMs were recruited in two phases and trained to hire & farm these relationships. Currently we have 95 licensed IMFs on board and expected to touch 150 which are work in progress. The pool of IMF s primarily comprises of top Agents in Insurance, Wealth Managers, Loan DSA, CA, Ex - employees from financial services with an existing customer base customer base. Present IMF carries avg. 2500 customers and big turnover book. As a later part of Pearl acquisition strategy, Insurance Managers is a career option provided to establish financial distributors who are not able to meet the requirements of forming an IMF. This has also proven to be an exciting opportunity. Insurance Manager is part time employee model which provides a platform to the pearl to associate with MLI and improve their earnings, flexible working hours and better choices to their customers. IM will be different from an ADM/APC as he will not be recruiting and mentoring Agents and will only source business by penetrating into his existing client base. Avg book size with them is also 750 customers. Job Summary Implement the strategy to setup and develop the IMF Channel Setup and manage a pool of 10-15 Insurance Marketing Firms Managing a revenue stream of around 2 cr and ensure right product mix Key Responsibilities/ Key Deliverables Understand the IMF regulation, value proposition & registration process Independently implement the IMF acquisition plan in the territory Identify potential leads and sources for prospective IMF s, coordinate with HO for referred leads Connect with prospects & organize seminars for IMF acquisition Ensure conversion of leads through effective pitch of IMF value proposition Ensure quality of IMF s in sync with desired profile Enable the setup of IMF of agreed prospects Understand all regulatory requirements and manage the IMF registration process with IRDA Oversee technology support to enrolled IMF s Ensure seamless contracting of IMF s with Max Life Manage performance of setup IMF s in steady state Develop understanding of products & coach IMF staff on product USP s Implement a performance management and rewards system Drive IMF profitability through improving productivity of IMF s sellers & controlling cost of sales Provide marketing, training and operational support to IMF s Manage attrition of IMF s through revival or replacement. Measures of Success IMF Acquisition Revenue IMF Activity & Retention Quality of Business Desired qualification and experience Educational Background Preferably a graduate Work Experience At least 5-6 years of experience in Sales & Distribution, Key Account Management KNOWLEDGE / SKILLS / ABILITIES Excellent Written, presentation & communication skills Exceptional consultative & interpersonal skills Stakeholder management Full understanding / experience of handling partner Experience in managing strategic initiative s/ programs/ trainings Coaching the Partner employees

JOB DESCRIPTION Job Title Manager/Sr. Manager - Business Development - AAP Band 4/4A Reporting To Zone Head - AAP Department Agency Function Agency Enablement AAP JD defined on Location KEY RESPONSIBILITY Exceed target on new Agency Associates in their respective patch Enhance quantity and quality recruitment by Agency Associates Emphasis on quality recruitment through one-on-one session. Create mutual support platform to enable easier recruitment for Agency Associates Enhance AFYP & Number of cases by Agency Associates Responsible for training, developing & execution of AAP business Increase retention of agents, Agency Associates to increase agent satisfaction Ensure compliance with various IRDA guidelines. Timely contract of agency associates within regulatory guidelines. Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measures such as new strategies, new compensation models etc. with particular reference to AAP model developed by the competitors Achieve URN & Coding plan assigned to the offices via AAP/AM/ADM (Direct Unit) MEASURES OF SUCCESS Add-on of AFYP & number of cases Add-on of number of new agency associates Recruitment ( contracted agents ) numbers Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information AAP is within limits of IRDA jurisdiction URN to Code efficiency while utilizing all the sources JOB REQUIREMENTS MINIMUM EDUCATION Post Graduate/MBA will be given preference MINIMUM EXPERIENCE overall 7-8 years of sales experience. Should have handled team/ minimum 2-3 years man-manager experience. Should have minimum of 2-3 years of direct sales experience. JOB DESCRIPTION Job Title Manager/Sr. Manager - Business Development - AAP Band 4/4A Reporting To Zone Head - AAP Department Agency Function Agency Enablement AAP JD defined on Location KEY RESPONSIBILITY Exceed target on new Agency Associates in their respective patch Enhance quantity and quality recruitment by Agency Associates Emphasis on quality recruitment through one-on-one session. Create mutual support platform to enable easier recruitment for Agency Associates Enhance AFYP & Number of cases by Agency Associates Responsible for training, developing & execution of AAP business Increase retention of agents, Agency Associates to increase agent satisfaction Ensure compliance with various IRDA guidelines. Timely contract of agency associates within regulatory guidelines. Monitoring IRDA guidelines impacting AAP channel at regional level. Track competition regularly at regional level on various measures such as new strategies, new compensation models etc. with particular reference to AAP model developed by the competitors Achieve URN & Coding plan assigned to the offices via AAP/AM/ADM (Direct Unit) MEASURES OF SUCCESS Add-on of AFYP & number of cases Add-on of number of new agency associates Recruitment ( contracted agents ) numbers Case Rate & Case Size Agent satisfaction survey Accuracy and timeliness of information AAP is within limits of IRDA jurisdiction URN to Code efficiency while utilizing all the sources JOB REQUIREMENTS MINIMUM EDUCATION Post Graduate/MBA will be given preference MINIMUM EXPERIENCE overall 7-8 years of sales experience. Should have handled team/ minimum 2-3 years man-manager experience. Should have minimum of 2-3 years of direct sales experience.

Handle the 2 branches of bank ,handle the walk in customers of the branch Sell life insurance product to the customers. Handle the HNI Customers Share the resume on what App :8956244952. Required Candidate profile Graduate Minimum 1 year experience in life insurance sales or BSFI Sales Age up to 35 Its a sale profile, Perks and benefits Incentives+Allowances.

Role & responsibilities Dealing with HNI and Retail Clients Cross Sell the products Life Insurance ,Health Insurance ,GI , Mutual Fund etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross – sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads. Preferred candidate profile

Max Life Insurance Company Limited is looking for Business Development Manager to join our dynamic team and embark on a rewarding career journey Identify new business opportunities, markets, and partnerships to drive revenue growth Develop and implement strategic plans to achieve long-term business goals Lead client negotiations, build strong relationships, and close high-value deals Coordinate with internal teams to align offerings with customer needs effectively

Max Life Insurance Company Limited is looking for Business Development Manager to join our dynamic team and embark on a rewarding career journey Identify new business opportunities, markets, and partnerships to drive revenue growth Develop and implement strategic plans to achieve long-term business goals Lead client negotiations, build strong relationships, and close high-value deals Coordinate with internal teams to align offerings with customer needs effectively

Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow at least by 20% Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Recruitment To identify a person who is gives us time to do a motor insurance business. Attempt to competition motor agents to associate with us Input Activities: Name gathering activities, career orientation program with TATAAIG like RnR, Club Membership, Quarterly contest, Educational programs etc. Activaisations To do engagement activities on daily basis for producers. Weekly and Monthly development sessions for producers. Float all contest and club convention on monthly and weekly basis to producers. Sales Support like endorsement, form filling, portal training and other operation related activities. Monthly quarterly and yearly goal settings with producers. Stakeholder interfaces Experience Education

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Retention Recruitment Activation Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities To achieve the overall budget assigned for the fiscal Multi line budget achievement Achieve 100% of Budget- periodically and annually. Service Excellence Goal 1: Service excellence standards to be met Measure 1: Issuance of policies within 7 days Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority Goal 2: Ensuring & monitoring claim settlements with agreed TAT Measure 1: Within 7 days of receipt of all documentation Stakeholder interfaces Experience Total 3-6 years of experience Preferably general insurance industry. This will vary with size and volume of office. Education Graduation , Any Professional degree Insurance certification Associate level ( Desirable)

Business Mix of Commercial and Consumer Lines GPW/Non Motor GPW growth Maintaining Hygiene Cheque Bounce & Receivables Retention Recruitment Activation Manage the daily activity of producers to ensure strong pipeline. Coach & guide agents to cross sell and grow their business Make individual agents grow Year On Year Ensuring IRDA compliance regarding licensing & commission payments to agents Responsible for ensuring quality of applications Support/guide the producer in all activities related policy services To recruit and appoint agents for Gen Ins business Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities To achieve the overall budget assigned for the fiscal Multi line budget achievement Achieve 100% of Budget- periodically and annually. Service Excellence Goal 1: Service excellence standards to be met Measure 1: Issuance of policies within 7 days Measure 2: Refunds within 10 days Measure 3: Quotes 48 hours within branch authority Goal 2: Ensuring & monitoring claim settlements with agreed TAT Measure 1: Within 7 days of receipt of all documentation Stakeholder interfaces Experience Total 3-6 years of experience Preferably general insurance industry. This will vary with size and volume of office. Education Graduation , Any Professional degree Insurance certification Associate level ( Desirable)

In the above context, the CSM role is responsible to supervise the business delivery under Agency travel team and Tie Ups & primarily grow the business with profits, Channel Management Agents. Manage the daily activity of producers to ensure strong pipeline. Coach and guide to cross sell and grow the business Make individual agents grow at least 20% for every year Ensuring IRDA compliance regarding licensing and commission payments of agents Responsible for ensuring quality of applications Support/guide the producers in all activities related to policy services Train agents on products, process and USP s of Co. Key Accountabilities/ Responsibilities Responsible for Achieving overall Gross Written Premium Responsible for sustainable Profitability To maintain the Hygiene Recruitment and retentio of agengts Responsible for Activation Stakeholder interfaces Internal Stakeholders Operations (BOPs& COPs) for the issuance of policies Underwriter for analyzing the risk factor Finance Team Taxations handling Human Resources to share foresights into the business and build the talent pool accordingly Training Team for train the employees NSM/RSM/ASM for some suggestions External Stakeholders Agents Broker Experience 1-2 years of experience in insurance At least 3 to 4 years of experience of leading a company/ business line in Retail Sales. Education Any Graduation

Actuarial Analyst Company Munich Re Location Mumbai , India Job Purpose Assist the Head of Valuation in carrying out all functions of the team including the valuation of Munich Re India Branch Life & Health reinsurance business liabilities for Statutory and Internal reporting purposes, preparation of financial reports and analyses and ensuring compliance with internal and external requirements relating to valuation of liabilities. Your Role: Key Responsibilities Support the Implementation of IFRS17 as per local regulatory guidelines Carry out the Valuation of Life and Health Business of South Asia (Statutory IRDA reporting, Solvency II, IFRS, Actuarial Modelling on AXIS) Prepare Corporate Actuarial reports (IFRS reporting, Business Planning, Solvency Capital Monitoring, Shareholder Reporting, Regular interaction with the Finance team) Share insights relating to Business Monitoring (Experience Analysis, Monitoring and Reporting) Carry out the operations of the Data Management framework within the function Support internal stakeholders like Business Development, Pricing and Underwriting teams Your Profile: Education & Experience Actuarial student who has completed Stage 1: Core Principles series (all 7) from IAI India or equivalent. Strong commitment to complete the Actuarial course Experience in life insurance or re-insurance company s valuation team preferred Competencies Strong computer skills: Microsoft Excel, power query and SQL (essential) and VBA (preferred) Exposure to an actuarial software would be preferred (AXIS would be preferred) Exposure to Indian Statutory Reporting, Solvency II and IFRS17 would be preferred Excellent technical and analytical skills, logical and concise in approach and demonstrate attention to detail Self-motivated and able to work within a team environment, outcome focused Strong communication skills in English (written and verbal) About Munich Re Founded in 1880, Munich Re Group is one of the world s leading providers of reinsurance, primary insurance and insurance-related risk solutions. As pioneers in risk assessment, we drive the digital transformation of the global insurance landscape, expanding products and services as new forms of risk emerge. From space rocket launches to cyber- attacks, from high net worth individual life cover to pandemics, we take care of risks, so our clients can take care of their business. Across Asia Pacific, Middle East and Africa, we operate life and health and non-life reinsurance as well as primary insurance businesses, providing global career development opportunities and prospects to more than 1900 team members in 20 locations. We started supporting clients in the Indian market in 1951 and established our India Branch in Mumbai in 2017 to service the Non-Life and Life reinsurance markets in India, Sri Lanka and Bangladesh.